How to Create Magento 2 Auto Invoices and Shipments

In this world of digital automation, are you still generating Magento 2 invoices & shipments manually? 🤔 If yes, then this blog post is especially for you. Let’s see how you can create Magento 2 auto invoices and shipments and automate the process. 🚀

Order processing plays a vital role in shaping the customer experience of any eCommerce business. How you manage your orders significantly affects the overall customer experience of your store. Quick order processing and timely order updates can result in more returning customers that can help your business in the long run.

Invoices and shipments are some of the most expected things by the customers after they place an order in your store. The order invoice is an acknowledgement of the ordered items, which lists complete details about the pricing, quantity, and payment terms. In the same way, shipment is a document that provides complete shipping information about the order, such as shipping date, product quantity, method of shipping, etc., which can help the customers track the orders.

Table of Contents

• Steps to Create Magento 2 Auto Invoices and Shipments
  • Step 1: Extension Installation
  • Step 2: Configuration
• Conclusion

Let’s see how you can auto-generate invoices and shipments in Magento 2.

Steps to Create Magento 2 Auto Invoices and Shipments

In Magento 2, the store owner must create the invoice and shipment manually after placing the order. Creating the invoices and shipments manually in Magento 2 can add an extra load to your busy schedule and hamper your productivity. In such a scenario, our Magento 2 Auto Invoice & Shipment extension becomes a saviour for the store owners. It automates the invoice and shipment creation in Magento 2 for different payment methods.

Automating the invoice and shipment creation in your Magento 2 store can save a lot of time for the busy store owners, lead to more efficient order processing, and improve the customer experience of Magento 2 store.

Provided are the steps to enable automatic invoices and shipments generation in Magento 2.

Step 1: Extension Installation

Download the Magento 2 Auto Invoice & Shipment extension and install it in your store by following these steps:

• Extract the package and move the extension to the Magento 2 root directory via FTP.
• Run the following commands in the SSH:
  • For Magento version 2.0.x to 2.1.x –
    
    php bin/magento setup:static-content:deploy

    1	php bin/magento setup:static-content:deploy

  • For Magento version 2.2.x & above –
    
    php bin/magento setup:static-content:deploy –f

    1	php bin/magento setup:static-content:deploy –f

  • php bin/magento cache:flush

    1	php bin/magento cache:flush

Step 2: Configuration

Once you have successfully installed the extension in your store, log into your admin panel and go to Stores > Configuration > Auto Invoice & Shipment to configure the following settings:

• Auto Invoice & Shipment: Enable the auto invoice & shipment generation functionality in Magento 2.
• Payment Methods: Select all the payment methods you want to enable the auto invoice & shipment generation in Magento 2.
• Automatic Invoice Generation: Select ‘Enable’ to auto-generate invoices for the chosen payment methods in Magento 2.
• Automatic Shipment Generation: Select ‘Enable’ to auto-generate shipments for the selected payment methods in Magento 2.

Once you have configured the Magento 2 auto invoice and shipment extension, click the ‘Save Config’ button at the top right corner to save it. Also with increasing E-commerce facilities, the default features fall short. Fortunately, Magento 2 allows customizing the default features, for example, invoice with pending status in Magento 2.

That’s it! The invoices and shipments will be automatically generated for the selected payment methods in your store.

Learn to auto-generate invoices and shipments for Magento 2 backend orders.

Conclusion

Automating the invoices and shipment creation process in Magento 2 can save a lot of time for the store owners. Our Magento 2 Auto Invoices and Shipments extension makes it possible for the store owners to do that. The extension automates the creation of invoices and shipments for specific payment methods selected by the admin, improving the order processing efficiency and customer experience. 🚀

If you still have any doubts regarding Magento 2 auto invoice and shipment generation, feel free to comment. I’d happy to answer. 😊

Also, do not forget to share this post with your Magento friends via social media.

Thanks for reading! 🍀